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Personal Financial Advisor jobs in somerville USA

116 personal financial advisor jobs found in somerville: showing 81 - 100

State Street Global Advisors - Model Risk Officer, Managing Director
Company: State Street |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 17 Oct 2024
Risk and EUDT governance and working groups as appropriate A successful candidate has: 10+ years of financial services... experience with a large financial services firm or advisory/consulting firm with significant risk, compliance, regulatory...
Dept Admin, Omii
Company: Harvard University |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 17 Oct 2024
as an administrative assistant, strategic partner and advisor to the Chair and keeps them informed as appropriate; and ensures the... Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave...
Retail Cosmetics Sales Beauty Advisor, Boston - Downtown - Flex
Company: Macy's |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 16 Oct 2024
colleagues, working together. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus... Program (mental health counseling and legal/financial advice) Resources for continuous learning, career growth...
State Street Global Advisors - Global Head Of Client Reporting, Managing Director
Company: State Street |

Location: Boston, MA, USA

| Salary: $160000 - 250000 per year | Date posted: 16 Oct 2024
, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis.... You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access...
State Street Global Advisors - Institutional Insurance Sales, Vp Ii
Company: State Street |

Location: Boston, MA, USA

| Salary: $120000 - 202500 per year | Date posted: 16 Oct 2024
, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis.... You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access...
Account Executive, Mid Market
Company: Coupa Software |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 16 Oct 2024
, purchasing, supply chains, and financial management. More than 3,000 global organizations large and small trust Coupa... and decision-makers to develop comprehensive account development plans Establishing yourself as a trusted advisor, providing...
Head Of Crd Wealth / Advisor Platforms, Svp
Company: State Street |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 13 Oct 2024
Head of CRD Wealth / Advisor Platforms. The executive will assume responsibility of CRDs wealth business... and competitive industry is a challenge you are up for. What you will be responsible for The Head of CRD Wealth / Advisor Platforms...
Retail Cosmetics Sales Beauty Advisor - Kiehls, Boston - Part Time
Company: Macy's |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 12 Oct 2024
colleagues, working together. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus... Program (mental health counseling and legal/financial advice) Resources for continuous learning, career growth...
Customer Success Manager
Company: Board International |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 12 Oct 2024
At Board, we power financial and operational planning solutions for the worlds best brands. Thousands of enterprises.... As their trusted advisor, you should know how to curate plans for customers that drive successful deployment, user adoption, as well...
Customer Success Manager
Company: Board International |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 12 Oct 2024
At Board, we power financial and operational planning solutions for the worlds best brands. Thousands of enterprises.... As their trusted advisor, you should know how to curate plans for customers that drive successful deployment, user adoption, as well...
Fixed Income Portfolio Specialist, Avp - State Street Global Advisors
Company: State Street |

Location: Boston, MA, USA

| Salary: $90000 - 142500 per year | Date posted: 12 Oct 2024
and prospects to achieve their financial goals. We are experts in indexed, active and systematic fixed income, cash and currency... skills are required, in particular the ability to analyze and evaluate financial, economic and competitive data and present...
Senior Trust Officer
Company: M&T Bank |

Location: Boston, MA, USA

| Salary: $134216.05 - 223693.4 per year | Date posted: 11 Oct 2024
and planning experience CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills Physical... accounts or related legal/business experience in the financial services industry including technical trust and planning...
Managing Director, Corporate Strategy & Research
Company: State Auto |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 10 Oct 2024
an environment that fosters intellectual curiosity, professional development, and personal fulfillment. Alumni of the group include... advisor Directing and galvanizing team and client stakeholders towards consensus points and gaining buy-in Communicating...
Merrill Financial Solutions Advisor - Boston Financial Market
Company: Bank of America |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 10 Oct 2024
, such as core Banking, and Investment and Life Priority solutions Partners with Financial Advisor teams to build their network... of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor...
Retirement Plan Consultant - Dcio
Company: Franklin Templeton Investments |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 10 Oct 2024
consists of outbound phone calls to financial professionals, as well as serving as a SME and resource to Franklin Templeton...s US Distribution organization and Financial Advisors across the firms network of distribution partners by working with Franklin...
Vertical Systems Engineer - Insurance
Company: World Wide Technology |

Location: Boston, MA, USA

| Salary: $150000 - 180000 per year | Date posted: 10 Oct 2024
Program, Wellness program Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life...? Interacting with clients and prospects to gain trusted advisor status in the context of WWT's portfolio and business value...
Assurance Advisor - Financial Services Office - Manager - Multiple Positions
Company: EY |

Location: Boston, MA, USA

| Salary: unspecified | Date posted: 09 Oct 2024
become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor... (Financial Services Office) (Manager) (Multiple Positions) (1545717), Ernst & Young U.S. LLP, Boston, MA. Provide audit...
Software Engineer
Company: Harvard University |

Location: Cambridge, MA, USA

| Salary: unspecified | Date posted: 09 Oct 2024
as a trusted advisor Additional Information Please provide a cover letter with your application. Please note: Harvard... for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal...
Software Engineer
Company: Harvard University |

Location: Cambridge, MA, USA

| Salary: unspecified | Date posted: 08 Oct 2024
as a trusted advisor Additional Information Please provide a cover letter with your application. Please note: Harvard.../professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days...
Insurance Analytics Lead
Company: EXL Service |

Location: Boston, MA, USA

| Salary: $100000 per year | Date posted: 05 Oct 2024
corporations in industries including insurance, healthcare, banking and financial services, media, and retail... and compliance. EXL serves the insurance, healthcare, banking and financial services, utilities, travel, transportation and logistics...